Dimensional US Core Equity Market ETF $DFAU is Allegiance Financial Group Advisory Services LLC’s 4th Largest Position

Allegiance Financial Group Advisory Services LLC lifted its stake in Dimensional US Core Equity Market ETF (NYSEARCA:DFAU) by 7.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 481,620 shares of the company’s stock after buying an additional 34,004 shares during the period. Dimensional US Core Equity Market ETF makes up 5.4% of Allegiance Financial Group Advisory Services LLC’s portfolio, making the stock its 4th biggest position. Allegiance Financial Group Advisory Services LLC owned 0.24% of Dimensional US Core Equity Market ETF worth $20,401,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DFAU. Abacus Planning Group Inc. purchased a new position in Dimensional US Core Equity Market ETF in the 2nd quarter valued at about $114,778,000. Elser Financial Planning Inc purchased a new position in Dimensional US Core Equity Market ETF in the 2nd quarter valued at about $86,230,000. Liberty Wealth Management LLC boosted its position in Dimensional US Core Equity Market ETF by 237.1% in the 1st quarter. Liberty Wealth Management LLC now owns 2,539,422 shares of the company’s stock valued at $97,615,000 after buying an additional 1,786,072 shares during the last quarter. Hemington Wealth Management boosted its position in Dimensional US Core Equity Market ETF by 290.0% in the 1st quarter. Hemington Wealth Management now owns 2,234,748 shares of the company’s stock valued at $85,903,000 after buying an additional 1,661,682 shares during the last quarter. Finally, RVW Wealth LLC boosted its position in Dimensional US Core Equity Market ETF by 56.1% in the 2nd quarter. RVW Wealth LLC now owns 4,331,669 shares of the company’s stock valued at $183,489,000 after buying an additional 1,557,053 shares during the last quarter.

Dimensional US Core Equity Market ETF Price Performance

NYSEARCA:DFAU opened at $46.20 on Thursday. The firm has a 50-day moving average of $44.71 and a two-hundred day moving average of $41.63. The stock has a market cap of $9.56 billion, a P/E ratio of 23.25 and a beta of 0.98. Dimensional US Core Equity Market ETF has a 1-year low of $33.06 and a 1-year high of $46.24.

Dimensional US Core Equity Market ETF Profile

The Dimensional US Core Equity Market ETF (DFAU) is an exchange-traded fund that is based on the Russell 3000 index. The fund actively selects US equities of all sizes with a tilt toward small-cap companies, seeking to provide long-term capital appreciation. DFAU was launched on Nov 17, 2020 and is managed by Dimensional.